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☆ Brokerage Firms Are Pitching Separately Managed Accounts. Here’s What to Know.
▼ + stars: | 2024-01-13 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

Individual investors looking to personalize their portfolios are pouring billions of dollars into “separately managed accounts,” bucking the trend toward passive investing in mutual funds and exchange-traded funds in favor of active, individualized money management. Separately managed accounts are sometimes called wrap accounts, private accounts or individually managed accounts, among other things. But they are discrete investment accounts held by individual investors for which the money is invested by a professional money manager. The account can begin as one of many investment-style templates available, but then are personalized by the money manager based on the financial and tax needs of the client, as well as the client’s individual preferences.

☆ Four Lucrative Tax Deductions That Seniors Often Overlook
▼ + stars: | 2023-11-30 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

Many older Americans are missing out on valuable tax breaks offered by the IRS, leaving behind savings that could make a difference for their financial well-being. “The reason this is happening is because the tax code is complicated, and rules on tax exemptions are constantly changing,” says Tom O’Saben , director of tax content and government relations at the National Association of Tax Professionals in Washington, D.C. “This makes it hard for the average taxpayer to know about the array of tax breaks available to them.”

Persons: ”, Tom O’Saben Organizations: IRS, National Association of Tax, Washington , D.C Locations: Washington ,

☆ 4 Lucrative Tax Deductions That Seniors Often Overlook
▼ + stars: | 2023-11-30 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

Persons: ”, Tom O’Saben Organizations: IRS, National Association of Tax, Washington , D.C Locations: Washington ,

☆ He wanted to be a trombone player. Instead, he ended up as CEO of one of the world's biggest airlines.
▼ + stars: | 2023-11-26 | by ( Chris Johnston | ) www.businessinsider.com time to read: +8 min

He's been CEO of European airline easyJet for the past six years. AdvertisementIn a parallel universe, Johan Lundgren would have become a professional musician and never ended up as CEO of one of the world's biggest airlines. "I like people, and I like travel," Lundgren tells Business Insider in a faint Swedish accent during an interview in central London. He spent many years at TUI, one of Europe's biggest travel companies, rising to deputy CEO by the time he left in 2015. AdvertisementIt's the UK's biggest airline and is first or second in many other markets too.

Persons: Johan Lundgren, He's, Lundgren, —, Swede, easyJet, Charles de Gaulle, Charles de, It's, I've, didn't, Bob Jordan, EasyJet, Stelios Stelios Haji, he's, that's, Michael O'Leary, Filipo Monteforte, Ryanair's Michael O'Leary, O'Leary Organizations: easyJet, Service, Royal College of Music, Soviet Union, SAS, Southwest Airlines, Ryanair, British Airways, London Gatwick, Southwest, UK's, Airbus, Getty Locations: Britain, London, Stockholm, Leningrad, Russia, Soviet Union, Soviet, TUI, Majorca, Europe, Charles, Paris, Charles de Gaulle, easyJet, Ukraine, Sweden, Canada, Toronto, AFP

☆ UK's easyJet agrees deal with Airbus to expand fleet beyond 2028
▼ + stars: | 2023-10-12 | by ( ) www.reuters.com time to read: +2 min

An easyJet Airbus A320neo aircraft is parked on the tarmac of Adolfo Suarez Madrid-Barajas Airport, in Madrid, Spain, June 22 2022. REUTERS/Isabel Infantes/File photo Acquire Licensing RightsLONDON, Oct 12 (Reuters) - British airline easyJet (EZJ.L) said on Thursday it had reached a proposed deal with Airbus to expand its fleet by up to 257 additional aircraft, plotting its growth beyond 2028, with bigger and more fuel efficient planes. EasyJet announced the order after forecasting annual profit of 440 million to 460 million pounds ($542-$567 million), and said it would restart its dividend, signalling that its recovery from the pandemic was now in full flow. The airline said the terms of the deal with Airbus were attractive and it gave the airline certainty of aircraft supply. EasyJet, which only flies Airbus planes, said it considered Boeing as part of a competitive process.

Persons: Adolfo Suarez, Isabel Infantes, EasyJet, Johan Lundgren, Bernstein, Alex Irving, Irving, Stelios Haji, Ioannou, Sarah Young, Paul Sandle Organizations: Airbus, Adolfo Suarez Madrid, Barajas Airport, REUTERS, Europe's, Ryanair, British Airways, Boeing, Thomson Locations: Madrid, Spain

☆ Looking for an Alternative to ESG Investing? Here’s One Possibility
▼ + stars: | 2023-08-21 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/investing/esg-public-benefit-corporation-invest-8fc67117

Persons: Dow Jones

☆ Looking for an Alternative to ESG Investing? Here’s One Possibility.
▼ + stars: | 2023-08-20 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

Persons: Dow Jones

☆ Talk of a U.S. TikTok Ban Is Shaking Up the Creator Economy
▼ + stars: | 2023-06-18 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

Journal Reports: LeadershipShopping During the Week? Background Music May Get You to Spend MoreBy Lisa WardA study finds that music can add to sales—but not on weekends.

Persons: Lisa Ward

☆ How to Be Smart About Artificial-Intelligence ETFs
▼ + stars: | 2023-06-03 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

Journal Reports: Investing MonthlyRetirement-Savings Changes You Should Know About for 2023By Leonard SloaneThe Secure 2.0 Act has all sorts of provisions that take effect between now and 2027. Here’s when they kick in.

Persons: Leonard Sloane

☆ What Investors Should Know About Money-Market Funds and CDs
▼ + stars: | 2023-05-05 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

Investors are rushing into cash, fearful of a recession later in the year. In addition to having emergency cash on hand, individual investors are pouring billions of dollars into cash-equivalent investments such as money-market funds and certificates of deposit that are yielding 5% or more—far more than a traditional low-yielding bank savings account.

☆ In Wake of SVB Collapse, Venture Lending Faces Uncertainty
▼ + stars: | 2023-04-08 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

What will SVB’s demise mean for the venture-debt market? A Silicon Valley Bank branch in Santa Monica, Calif. The demise of Silicon Valley Bank was a shock for the $32 billion venture-debt industry, a critical source of alternative financing for startup companies. Since its inception, SVB had been a pioneer in the venture-debt field, and a linchpin for venture-backed startups looking for capital to expand their businesses. Last year, SVB had $6.7 billion outstanding in venture loans, according to PitchBook-NVCA Monitor.

☆ Crypto ETFs Have Bounced Back. But Don’t Get Too Excited.
▼ + stars: | 2023-04-07 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

Cryptocurrency ETFs have produced strong returns so far this year, making them the top-performing class in the exchange-traded-fund universe in 2023. Of course, it’s merely a rebound from the depths of last year’s crypto crash, which wiped out $1 trillion in value from the cryptocurrency market as scandals such as the downfall of the FTX exchange triggered a slide in prices of digital currencies. Bitcoin, the world’s biggest cryptocurrency, dropped 65% to around $16,500 by year’s end.

☆ McTominay fires Scotland to 3-0 win over Cyprus in Euro qualifier
▼ + stars: | 2023-03-25 | by ( ) www.reuters.com time to read: +1 min

[1/5] Soccer Football - UEFA Euro 2024 Qualifier - Group A - Scotland v Cyprus - Hampden Park, Glasgow, Scotland, Britain - March 25, 2023 Cyprus' Minas Antoniou in action with Scotland's Callum McGregor and Stuart Armstrong Action Images via Reuters/Ed SykesMarch 25 (Reuters) - Scotland beat Cyprus 3-0 in their first Euro 2024 Group A qualifier on Saturday after second-half substitute Scott McTominay grabbed a double at Hampden Park. The second half was a far less entertaining affair, however, as Scotland failed to build on their advantage. But Steve Clarke's substitutions eventually worked as McTominay doubled the lead in the 87th minute. McTominay then scored again in added time when Cyprus failed to clear a cross into the box, with Robertson laying the ball into the path of the midfielder to score. Scotland next play Spain on Tuesday when Cyprus visit Armenia.

☆ 'Cyprus problem' top priority for island's new president
▼ + stars: | 2023-02-28 | by ( ) www.reuters.com time to read: +2 min

Summary Nikos Christodoulides sworn in as Cyprus presidentSays solving division 'top priority'Where are the women, opposition asksNICOSIA, Feb 28 (Reuters) - Nikos Christodoulides was sworn in as Cyprus's president on Tuesday, promising to make finding a solution to the "Cyprus problem" his top priority after winning an election runoff on Feb. 12. Cyprus has an executive system of government, with power invested in the presidency and its council of ministers. "A solution to the Cyprus problem is my top priority," he said. Of 25 appointments announced on Monday, 14 were male and 11 female, though there were fewer females in key posts. Reporting by Michele Kambas Editing by Peter Graff and Nick MacfieOur Standards: The Thomson Reuters Trust Principles.

☆ Cyprus probes washed up dead whales, earthquake link possible
▼ + stars: | 2023-02-10 | by ( ) www.reuters.com time to read: +1 min

NICOSIA, Feb 10 (Reuters) - A number of whales have washed up dead on the northern shores of Cyprus, authorities said on Friday, possibly affected by the massive earthquakes in neighbouring Turkey and Syria this week. Six beaked whales were found dead on Friday, while a pod of four were found beached on Thursday, the Cyprus department of fisheries and marine research said. Three of the four from Thursday were guided back to sea, while the fourth died, it said in a statement. It was unclear if the dead pod found on Friday included those whales from Thursday that had been returned to the sea, it said. Monday's mega earthquakes in Turkey and Syria, which have killed tens of thousands of people, were also felt on the east Mediterranean island.

☆ The Pros and Cons of Family Limited Partnerships
▼ + stars: | 2022-12-01 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

The ability to transfer generational wealth has become a hot-button issue for many Americans with valuable property, businesses and other assets. That’s because a big reduction is planned in the amount of an estate that can be shielded from federal estate taxes. For 2022, estates valued at up to $12.06 million are exempt from federal estate taxes. But on Jan. 1, 2026, unless there is action by Congress, the exemption is set to plunge to somewhere closer to $6 million, adjusted for inflation.

☆ How a Part-Time Job Can Affect a Retiree’s Finances
▼ + stars: | 2022-11-14 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

Earning extra cash in retirement can increase your taxes and how much you pay in Medicare premiums. U.S. seniors are facing a double whammy. Inflation has eroded their spending power, and this year’s dismal stock market has put a big dent in their nest eggs. The Center for Retirement Research at Boston College calculates total wealth lost from individual retirement accounts and 401(k)s since the beginning of the year at $3.3 trillion. As a result, many seniors will be tempted to take on side jobs to supplement their primary employment or other source of income.

☆ Currency-Hedged ETFs Start to Make a Comeback
▼ + stars: | 2022-10-09 | by ( Lori Ioannou | ) www.wsj.com time to read: 1 min

ETFs that hedge against currency moves have sometimes done well. Shifts in monetary policy around the world have added volatility to foreign-exchange markets. As a result, exchange-traded funds that invest in foreign stocks and bonds and use currency-hedging techniques have generally fared better than similar funds that don’t use currency hedging. Such funds—which use hedging to protect the funds against wild swings in the foreign-exchange market—fell out of favor over the past five years. But more recently, nearly every one of the ETFs has outperformed its unhedged counterparts as the dollar continues its upward trajectory.

Let’s say you want to save your principal—or much of it—for your children. Here’s what the numbers look like.

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